Empower your employees to deliver connected experiences
Your customers expect connected, personalized experiences. In fact, 84% of customers say the experience a company provides is just as important as its products and services.
That’s why Salesforce offers solutions specifically designed to personalize customer experiences, connect systems and data, improve engagement and empower your employees.
Why Wipfli?
As a Salesforce-certified partner, Wipfli goes beyond implementation and product selection to help ensure you get the maximum return on your investment. Our team provides:
- Salesforce consulting and implementation services.
- Salesforce data and integration services.
- Salesforce business process automation.
- Salesforce support.
Work with Wipfli to combine the best in technology with smart business strategy, as well as to add to your sales pipeline, deepen customer engagement and increase efficiencies.
500+ Salesforce projects
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86% of our clients convert to long-term managed services.
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280+ Salesforce certifications
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5 out of 5-star rating from Salesforce clients
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Salesforce consulting services
Wipfli helps you establish a clear understanding of the goals, requirements and scope of the project. This includes identifying your business objectives and user needs, defining the technical requirements and architecture and outlining the project timeline and budget by phases.
By doing so, we help align the project team and stakeholders on the goals and expectations of the project. A road map will define milestones, deliverables and timelines for each phase to help ensure the project stays on track and meets its objectives.
Industry-specific solutions: We provide tailored solutions for a range of industries — including construction, financial services and manufacturing — focusing on the unique challenges and opportunities within each sector. This helps ensure a streamlined and effective Salesforce implementation.
Wipfli also provides iPaaS solutions such as MuleSoft that bridge the gap between Salesforce and your legacy system — connecting applications, data and devices through a series of APIs.
Our implementation process is built to meet your needs.
- Data migration and cleansing: Our team assists in migrating your existing data to the Salesforce platform, helping ensure data integrity and accuracy. We also offer data cleansing services to remove duplicates, correct inconsistencies, and enhance data quality.
- Custom application development: We develop custom Salesforce applications using Force.com, Lightning Components and other Salesforce development tools. Our team can create tailor-made applications to address your specific business needs and requirements.
- Analytics and reporting: We help you harness the power of Salesforce’s advanced analytics and reporting capabilities to gain valuable insights into your business operations. Our team can create custom dashboards, reports, and data visualization tools to enable data-driven decision-making.
- Compliance and security: We prioritize the security and compliance of your Salesforce implementation, helping ensure adherence to industry standards and regulations. Our team helps you navigate complex data protection requirements and safeguard your sensitive information.
- Salesforce integration: We specialize in integrating Salesforce with other enterprise systems, such as ERP, CRM or marketing automation platforms. Our team can help ensure seamless data flow and connectivity between Salesforce and your existing tools, enhancing overall efficiency and productivity.
- Training and support: To deliver seamless user adoption, we provide customized training sessions for your employees, covering key Salesforce functionalities and best practices. Our ongoing support services help you address challenges or issues that may arise post-implementation.
Make sure Salesforce continues to work for you with Wipfli’s post-implementation support:
Managed services: We offer Salesforce managed services, where we take care of your Salesforce platform’s ongoing maintenance, support and enhancements. This allows your team to focus on core business activities while we help ensure your Salesforce instance remains optimized and up to date.
Health checks: We work with many organizations that have either self-implemented Salesforce or used another service provider, and it is time for a change. We work with the executive team to understand the growth strategies of the organization, we define the current state and we present a road map to maximize the value of your Salesforce investment.
Salesforce Products
Financial Services Cloud
Connected customer experiences are no longer a nice to have for financial institutions. They are the key to survival. Wipfli’s accelerated CRM implementation services, combined with Salesforce Financial Services Cloud, can deliver a 360-degree view of your customers to drive results faster. With deeper insights into customer preferences and habits, you can know your customer processes, increase wallet share and improve employee efficiency while attracting and retaining customers.
Homebuilding Cloud
Today’s homebuilders need a customer relationship management (CRM) solution that identifies and cultivates leads, connects to homebuyers and prospects, streamlines operations, combines data and closes sales. Yet out-of-the-box solutions fall short, and enterprise solutions are too costly and complicated. Enter Wipfli Move, our custom CRM solution for homebuilders. Built on the Salesforce platform, Wipfli Move helps homebuilders do unique things.
Tribal Citizen Portal
The Salesforce Citizen Portal is a user-friendly platform designed to help tribal governments connect with citizens and streamline service delivery. It offers a comprehensive view of citizens’ needs, making it easier for agencies to provide personalized and efficient services. The portal includes a range of features, such as program management, licensing and permitting, grants management and social care. These tools help local authorities manage their interactions with citizens more effectively.
Public Sector Cloud
Enhance government services and boost operational efficiency with proactive agents and automation. Leverage Salesforce software to unify and streamline data on a compliance-enabled cloud. Accelerate innovation with a low-code application platform tailored for government needs.
Increase operational efficiencies, reduce costs, enhance decision-making through real-time insights, and improve customer satisfaction through personalized interactions. Salesforce Agentforce is an AI platform that empowers businesses with autonomous agents capable of operating independently and adapting to real-time data. Built on a low-code/no-code framework, Agentforce seamlessly integrates with existing business processes and data, enabling efficient and accurate task execution.
Build relationships and manage leads with a single source of truth. Consolidate your tech stack and drive productivity with the single platform where AI and automation come standard.
Reduce costs and drive efficiency with Salesforce for Service by fostering one-on-one marketing relationships with your customers while automating service processes, streamlining workflows and finding topics to spark engagement.
Salesforce Marketing Cloud is designed to deliver personalized customer journeys. It gives you the power of predictive recommendations to identify the customers most likely to engage with you, and it lets you connect every interaction to create effective cross-channel campaigns.
Wipfli also provides iPaaS solutions such as MuleSoft that bridge the gap between Salesforce and your legacy system — connecting applications, data and devices through a series of APIs.
Our team
Kyle Aulerich
Kyle Aulerich is a principal with more than 18 years of experience in providing trusted business consulting services. He is attuned to the needs of various industries, from construction and real estate to wealth management and healthcare. In addition, Kyle advises his clients on technology modernization strategies. Clients appreciate his tailored approach to help them overcome challenges and meet their goals.
Sara Circosta
Sara Circosta is senior business developer with over 10 years of experience in technology and financial services. She is responsible for business development for our Wipfli Digital team, with a focus on financial services. She has worked with companies to transform their marketing, sales, and operations functions while focusing on the transformation from traditional to digital by leveraging technology and data. Sara specializes in understanding client needs to deliver services designed to achieve 100% user adoption and deliver measurable returns for clients.
Bill Gleason
Bill Gleason is a director in Wipfli’s construction and real estate practice. With over 20 years of experience in providing technology solutions to his clients, he is attuned to the needs of various types of clients, from startup businesses to established companies. His focus areas include the Salesforce platform, automated workstreams, user adoption and training, and technology modernization. Bill pairs strong business acumen and technical knowledge with communication skills to implement solutions for the challenges his clients face. Clients appreciate his tailored individual and business solutions to help them overcome operation challenges and meet their strategic goals.
Robin Early, MLO
Robin Early is a manager with over 18 years of experience in financial services. She is attuned to the needs of the industry having worked within financial institutions herself in various roles before moving the consulting side. Robin’s experience gives her the ability to share personal experience and valuable lessons learned. Clients appreciate her insight and passion for ensuring user adoption during the digital transformation process.
